Report
Stephane Houri ...
  • Wim Gille

ASM International N.V : Tous les voyants restent au vert, OC relevé à 320 €

>Toujours confiant sur la solidité des marchés de l’ALD et de l’épitaxie - A mi-trimestre, nous avons fait le point avec ASMi et ressortons avec l’idée que la demande sous-jacente d’équipements et plus spécifiquement dans l’ALD reste très solide, en ligne avec les indications de la publication du T1. Le groupe confirme l’hypothèse d’un marché WFE (Wafer Fab Equipment) en croissance ‘high teens to low double digit’. Sur l’ALD, les investissements restent solides dans l...
Underlying
ASM International N.V.

ASM International is an equipment supplier mainly to the semiconductor manufacturing industry. Co. designs, manufactures and sells equipment and services to its customers for the production of semiconductor devices, or integrated circuits. Co.'s front-end segment manufactures and sells equipment used in wafer processing, encompassing the fabrication steps in which silicon wafers are layered with semiconductor devices. Co.'s back-end segment manufactures and sells equipment and materials used in assembly and packaging, encompassing the processes in which silicon wafers are separated into individual circuits and subsequently assembled, packaged and tested.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

Wim Gille

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